How to edit, cancel or transfer a member package.
Every package a member holds is listed on their profile. Most corrections start with the pencil next to it.
- Who it is for
- Front desk staff, owners and managers
- Plan
- Every plan (Basic, Advance and Team)
Edit a package
- Open Customers (Members for gyms) and click the member.
- Find the package in the Packages card.
- Click the pencil next to it (Edit followed by the package name).
- Change Total sessions, Sessions used, Start date or Expires at.
- To end the package early, set Status to cancelled. Other choices are active, exhausted and expired.
- Click Save.
Delete a package added by mistake
In the same dialog, click Delete and confirm. This cannot be undone, so use the cancelled status when the member really bought it.
Transfer unused sessions to another member
- On the package, click the arrows button (Transfer sessions from the package name).
- Enter Sessions to transfer.
- Under Transfer to, search for the other member by name, email, phone or ID.
- Click Transfer. The sessions keep the same expiry date.
What your customers see
- The member app and member page show the new sessions and end date as soon as you save.
- A cancelled package no longer opens the door or allows bookings.
Common problems
- I cannot lower Total sessions.
- Sessions used, plus sessions already booked, cannot be more than the total. Cancel the extra bookings first.
- Why is there no transfer button?
- Transfer is only for packs with sessions left. Unlimited memberships and courses cannot be transferred.
Related guides
- How to put a membership on hold
- How session packs and class credits count down
- How to let members share a session pack with friends
More in Memberships and packages, or start with the getting started guide. Still stuck? Contact us.